National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Colorado

Last Updated - June 15, 2024

Colorado has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 335 non-vetted advisors in your local area. These retirement advisors in Colorado have an average of 20 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Colorado

advisor-photo
vector.svg VERIFIED

Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Darren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

advisor-photo
vector.svg VERIFIED

Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee

advisor-photo
vector.svg VERIFIED

Michelle Francis
Life Story Financial

Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JANUS HENDERSON INVESTORS
151 Detroit Street,
Denver, CO, 80206
$203,245,721,76066671061
A Percentage of AUM, Performance Based
2
EMPOWER ADVISORY GROUP, LLC
8515 East Orchard Rd 4t2,
Greenwood Village, CO, 80111
$116,213,253,377236022874
A Percentage of AUM, Fixed Fees
3
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850
Denver, CO, 80202
$64,938,342,3198978
A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES)
4
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200
Denver, CO, 80202
$63,514,278,95013659
A Percentage of AUM, Fixed Fees
5
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road, 2t3,
Greenwood Village, CO, 80111
$54,431,410,714101260
A Percentage of AUM, Fixed Fees
6
MERCER GLOBAL ADVISORS INC.
1200 17th Street, Suite 500
Denver, CO, 80202
$35,141,673,36676213900
A Percentage of AUM, Hourly charges, Fixed Fees
7
ARROWMARK COLORADO HOLDINGS, LLC
100 Fillmore Street, Suite 325
Denver, CO, 80206
$21,401,554,901155102
A Percentage of AUM, Performance Based
8
CETERA ADVISORS LLC
5299 Dtc Blvd, Suite 800
Greenwood Village, CO, 80111
$21,227,977,082906461047
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
9
KSL CAPITAL PARTNERS
100 St. Paul Street, Suite 800
Denver, CO, 80206
$20,964,360,55845114
A Percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
10
ALPS ADVISORS, INC.
1290 Broadway, Suite 1000,
Denver, CO, 80203
$19,334,512,529864
A Percentage of AUM, Fixed Fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
11
NORTHWOOD INVESTORS LLC
1819 Wazee Street,
Denver, CO, 80202
$11,760,146,03530102
A Percentage of AUM, Performance Based, Other (ACQUISITION FEE)
12
1888 INVESTMENTS, LLC
1401 Lawrence Street, Suite 1920
Denver, CO, 80202
$6,700,969,3805614
A Percentage of AUM, Performance Based
13
BEAR CREEK ASSET MANAGEMENT, LLC
1200 17th Street, Suite 970
Denver, CO, 80202
$6,161,818,5501749
A Percentage of AUM, Performance Based
14
DEER PARK ROAD MANAGEMENT COMPANY, LP
1195 Bangtail Way,
Steamboat Springs, CO, 80487
$6,114,467,436636
A Percentage of AUM, Performance Based
15
VERSUS CAPITAL ADVISORS LLC
5050 S. Syracuse Street, Suite 1100,
Denver, CO, 80237-3386
$5,687,984,923522
A Percentage of AUM

Information on Top Retirement Planning firms in Colorado

QualificationsFirm CRD# 104652

Assets Under Management $203,245,721,760

No. Of Clients6667

Clients Per Financial Advisor6

JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6667 clients. The team consists of 1061 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 112058

Assets Under Management $116,213,253,377

No. Of Clients236022

Clients Per Financial Advisor270

EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $116B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236022 clients. The team consists of 874 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 159189

Assets Under Management $64,938,342,319

No. Of Clients89

Clients Per Financial Advisor1

PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 78 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (CONSULTING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107376

Assets Under Management $63,514,278,950

No. Of Clients136

Clients Per Financial Advisor2

TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 136 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107272

Assets Under Management $54,431,410,714

No. Of Clients101

Clients Per Financial Advisor0

EMPOWER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 260 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 147363

Assets Under Management $35,141,673,366

No. Of Clients76213

Clients Per Financial Advisor85

MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76213 clients. The team consists of 900 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 149120

Assets Under Management $21,401,554,901

No. Of Clients155

Clients Per Financial Advisor2

ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 10299

Assets Under Management $21,227,977,082

No. Of Clients90646

Clients Per Financial Advisor87

CETERA ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90646 clients. The team consists of 1047 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 155677

Assets Under Management $20,964,360,558

No. Of Clients45

Clients Per Financial Advisor0

KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PORTCO TRANS
  • MONITORING
  • CONSULTING
  • MARGIN
  • AND DIRECTORS FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 134340

Assets Under Management $19,334,512,529

No. Of Clients8

Clients Per Financial Advisor0

ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (QUARTERLY
  • ASSET-BASED LICENSING FEE)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 161406

Assets Under Management $11,760,146,035

No. Of Clients30

Clients Per Financial Advisor0

NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ACQUISITION FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 312491

Assets Under Management $6,700,969,380

No. Of Clients56

Clients Per Financial Advisor4

1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 137677

Assets Under Management $6,161,818,550

No. Of Clients174

Clients Per Financial Advisor19

BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 140370

Assets Under Management $6,114,467,436

No. Of Clients6

Clients Per Financial Advisor0

DEER PARK ROAD MANAGEMENT COMPANY, LP is a financial advisory firm situated in Steamboat Springs, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 143857

Assets Under Management $5,687,984,923

No. Of Clients5

Clients Per Financial Advisor0

VERSUS CAPITAL ADVISORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners